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Cherrydale Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cherrydale Wealth Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,350
Closed -$210K – 34
2022
Q2 		$210K Buy
+3,350
New +$229K 0.19% 29

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cherrydale Wealth Management's ESGD Position: Q3 2022 in Review

Cherrydale Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2022, closing a stake of 3,350 shares — an estimated $210K sold.

Cherrydale Wealth Management first reported a position in ESGD in Q2 2022 and held it in 1 quarter. The position peaked at $210K in Q2 2022. 497 funds tracked by Wall St. Rank hold ESGD as of Q3 2022.

  • Cherrydale Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • Cherrydale Wealth Management sold 3,350 iShares ESG Aware MSCI EAFE ETF shares in Q3 2022, an estimated $210K.
  • Cherrydale Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and held it in 1 quarter.
  • Cherrydale Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $210K in Q2 2022.
  • 497 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2022.

Based on Cherrydale Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.